CA API Gateway 9.1

9.4 9.1

Manage Salesforce Operation Service Connections

The Manage Salesforce Operation Service Connections task in the Policy Manager is used to create, edit, remove, or test connections to Salesforce.com. These connections are used in the Execute Salesforce Operation assertion.
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The
Manage Salesforce Operation Service Connections
 task in the Policy Manager is used to create, edit, remove, or test connections to Salesforce.com. These connections are used in the Execute Salesforce Operation assertion.
The Manage Salesforce Operation Service Connections task is available only after the Salesforce Integration Kit is installed.
To manage Salesforce connections
:
  1. In the Policy Manager, select [
    Tasks
    ] >
    Extensions and Add-Ons
     >
    Manage Salesforce Operation Service Connections
     from the Main Menu (on the browser client, from the Manage menu). 
  2. The Manage Salesforce Operation Service Connections dialog appears. 
  3. The Salesforce connections that have been configured are displayed. Choose an action to perform:
    To...
    Do this...
    Create a new Salesforce connection
    1. Click [
      Add
      ]. The Salesforce Connection Properties are displayed.
    2. Complete the properties for the connection.
    Create a new Salesforce connection based on an existing connection
    1.  Select the connection to copy.
    2.  Click [
      Clone
      ]. The Salesforce Connection Properties are displayed.
    3.  Edit the properties as required.
    Edit a Salesforce connection
    1. Select the connection to edit.
    2. Click [
      Edit
      ]. The Salesforce Connection Properties are displayed.
    3. Edit the properties as required
    Remove a Salesforce connection
    1. Select the connection to remove.
    2.  Click [
      Remove
      ]. The Salesforce connection is removed from the list
  4. Click [
    Close
    ] when done.
Salesforce Connection Properties
When creating, cloning, or editing a Salesforce connection, the Salesforce Connection Properties appear.
To access the properties for a Salesforce connection
:
  1. Run the Manage Salesforce Operation Service Connections task.
  2. Choose a connection from the list and then click [
    Edit
    ]. You can also click [
    Add
    ] to define a new connection or [
    Clone
    ] to quickly define a connection based on an existing one. The Salesforce Operation Service Connection Properties appear. 
  3. Configure the properties as follows:
    Setting
    Description
    Connection Name
    Enter a name to identify the Salesforce connection.
    User Name
    Enter the username of the Salesforce account.
    Password
    Choose the stored password of the Salesforce account from the drop-down list.
    To define a stored password, click [
    Manage Passwords
    ]. For more information, see Manage Stored Passwords.
    Security Token
    Choose the stored security token of the Salesforce account from the drop-down list.
    To define a stored security token, click [
    Manage Passwords
    ]. For more information, see Manage Stored Passwords.
    Endpoint URL
    Enter the URL of the Salesforce Login Server.
    Enable this connection
    Select this check box to enable the connection.
    Clear this check box to disable the connection, keeping the settings intact.
    Test
    Click [
    Test
    ] to validate the settings as configured for the Salesforce connection. If the test is not successful, the Policy Manager will display error messages to help you correct the problem.
    IMPORTANT:
     Context variables cannot be used in the Salesforce Connection Properties, because the variables cannot be evaluated until runtime. Use of context variables will cause the Salesforce connection to fail.
  4. Click [
    OK
    ] when done.

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